Does anyone use an automated deduping process for Companies, contacts, Opportunities and leads? and what are you using?
Does anyone use an automated deduping process for Companies, contacts, Opportunities and leads? and what are you using?
Hi Brooke Wilman,
Our plugin, Upsert Deduplicate, has a robust set of features for identifying and resolving duplicates in any module in Sugar. Our recently released 2.0 comes with the option to add on the highly requested feature of detecting duplicates across modules (e.g. a new lead matches an existing contact or vice versa)!
The plugin has a 30-day trial, and if you would like a demo, please feel free to contact us through our website.
Chris
Hi Brooke Wilman,
Our plugin, Upsert Deduplicate, has a robust set of features for identifying and resolving duplicates in any module in Sugar. Our recently released 2.0 comes with the option to add on the highly requested feature of detecting duplicates across modules (e.g. a new lead matches an existing contact or vice versa)!
The plugin has a 30-day trial, and if you would like a demo, please feel free to contact us through our website.
Chris
